Last week (may 16-20), the main A-share indexes rose across the board, among which the Shanghai index rose 2.02% and regained 3100 points.
repair market, which sectors do institutional investors mainly focus on
As of the press release of the securities times · e company, more than 140 A-share companies have received institutions within the week and disclosed the records of investor relations activities.
By industry, pharmaceutical, biological, electronic and mechanical equipment industries harvest the largest number of companies surveyed, 22, 15 and 15 respectively.
In the secondary market, the Shanghai and Shenzhen stock markets generally rose last week, and 30 of the 31 shenwanyi industries closed red. Only the pharmaceutical and biological industry with the highest research heat mentioned above closed down, and the sector fell by about 2% throughout the week. Coal, power equipment and non-ferrous metals were among the top gainers, with weekly increases of about 7%.
from the concept sector, the new energy vehicle sector continues to be sought after, and many companies such as Byd Company Limited(002594) , Chongqing Changan Automobile Company Limited(000625) , Gotion High-Tech Co.Ltd(002074) , Shinry Technologies Co.Ltd(300745) , etc. have gained research in addition, many industrial chain sectors such as large aircraft and 5g have also attracted institutional attention.
In terms of individual stock popularity, last week, nine companies a, including Guoanda Co.Ltd(300902) , Cngr Advanced Material Co.Ltd(300919) , Boya Bio-Pharmaceutical Group Co.Ltd(300294) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Jiangxi Black Cat Carbon Black Inc.Ltd(002068) , received more than 100 institutions.
among them, Chinese special fire hydrants Guoanda Co.Ltd(300902) are the most popular after hours on May 19, 171 institutions including China International Capital Corporation Limited(601995) , ICBC Credit Suisse and Shibei investment attended the teleconference of Guoanda Co.Ltd(300902) . It is worth noting that the national green development fund with a scale of nearly 90 billion yuan, jointly initiated by the Ministry of finance, the Ministry of ecological environment and Shanghai, also appeared on the research list. The stock rose 2.83% to 38.46 yuan / share in a week, with a current market value of about 4.9 billion yuan.
Guoanda Co.Ltd(300902) previously stated in the annual report that the energy storage and fire fighting business will be focused in 2022. In the latest research, the organization also focuses on the layout of the company's energy storage and fire fighting track.
As for the difficulties of energy storage fire protection technology, Guoanda Co.Ltd(300902) introduced that the first difficulty of energy storage fire protection technology is to accurately and effectively detect whether any energy storage battery is out of control in the early stage; When a battery is found to be out of control, how to intervene effectively and accurately in time to prevent heat diffusion is the second difficulty. As an energetic fire, lithium battery fire itself has more energy substances. Once there is thermal expansion, it will be impossible to estimate the consequences.
In this regard, Guoanda Co.Ltd(300902) said that in combination with the research precipitation in lithium battery fire protection technology over the past ten years, it has creatively developed a set of effective detection technology, which can quickly, accurately and timely monitor and warn the thermal runaway state of a battery, so as to intervene in the lithium battery fire disaster very early. At the same time, it can take the initiative to attack in case of possible thermal runaway / thermal expansion through the self-developed multi-component mixed fire extinguishing agent, Continuously suppress the thermal runaway state of lithium battery and avoid fire accidents as much as possible.
In terms of the company's strategy, Guoanda Co.Ltd(300902) said that at present, it is arranged along two main business lines. One is the strategic layout for the fire protection of power grid substation, which will give full play to the advantages of the company's leading technology and large market share of Power Grid Substation fire protection products, as well as the expected market opportunities of the business line; The other is the layout of energy storage business.
Guoanda Co.Ltd(300902) revealed that the energy storage business will be effectively promoted in four steps. In the first step, the company expects that China's energy storage may take the lead in the field of household energy storage. The company will first seize this opportunity to speed up product development and layout; The second step is to realize close cooperation with Chinese energy storage enterprises as soon as possible; The third step is to vigorously promote the effective application of the company's energy storage and fire protection products on the power generation side and the power grid side on the basis of years of cooperation between the company and the State Grid; The fourth step is to invest and set up factories in South Korea as soon as possible to promote the company's products to the international market.
